Jeff and Yolanda Berkowitz

Private foundation · Grantmaker Coconut Grove, FL EIN: 27-5215409

Jeff and Yolanda Berkowitz is a private foundation, based in Coconut Grove, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $52K in total assets.

Jeff and Yolanda Berkowitz at a glance

Total assets
$52,480
-6.2% vs 2024
Revenue (2025)
$2,201
-94.7% vs 2024
Expenses (2025)
$5,685
-95.5% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Jeff and Yolanda Berkowitz funds

How this funder distributes its grants

Grant Size Distribution

7 grants across all recorded years

5<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 7 (71%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

MiamiBrunswickTampa

How Jeff and Yolanda Berkowitz gives

  • Giving grew 50% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 2 grants2021 2 grants2022 2 grants2023 1 grant2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $10K (2020) to $120K (2024). In 2024 it made 1 grant totaling $120K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Friends of Miami Animals Miami, FLDonation$120,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$52,480$2,201$5,685————$2,686
2024$55,964$41,557$125,456$120,0001$120,000$36,334$7,144
2023$139,863$23,029$33,736$27,5002$27,500$16,793$7,806
2022$150,570$1,029$42,059$35,0002$35,000—$10,519
2021$191,600$72,857$85,999$80,0002$80,000$66,858$14,637
2020$204,743$1,769$14,671$10,0001——$13,385

Under IRS private-foundation payout rules, Jeff and Yolanda Berkowitz reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Jeff and Yolanda Berkowitz is led by Jeffrey Berkowitz, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jeffrey Berkowitz

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Richard Berkowitz

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Yolanda Berkowitz

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Jeff and Yolanda Berkowitz

How large is Jeff and Yolanda Berkowitz?

Jeff and Yolanda Berkowitz reported $52K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $2K.

Where does Jeff and Yolanda Berkowitz operate?

Jeff and Yolanda Berkowitz has awarded grants in Florida, Maine.

How much is Jeff and Yolanda Berkowitz required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Jeff and Yolanda Berkowitz reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jeff and Yolanda Berkowitz's EIN?

Jeff and Yolanda Berkowitz's EIN (Employer Identification Number) is 27-5215409. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Jeff and Yolanda Berkowitz's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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